Brian S. Coursey
Brian began his career as a Certified Public Accountant and brings this extensive accounting and tax knowledge to his law practice. As a partner with the firm, his work ethic has allowed him to quickly become an integral part of the firm’s transactional group. As an attorney & CPA he handles many different types of business and corporate matters, ranging from entity selection and formations to the buying and selling of businesses. He also frequently prepares and advises on employment agreements, buy-sell agreements and other contracts used in operations. Routinely he will represent clients and advise them in various estate planning matters, including protecting assets against potential creditors and tax avoidance and assists clients with estate administration and various types of probate matters. His experience includes: – Prepared estate plans and gift plans to minimize transfer taxes and preserve family control of closely held businesses, including gift, federal and state tax planning, joint ownership planning, preparation of wills, revocable (“living”) trusts, irrevocable trusts, durable powers of attorney, health care powers of attorney, living wills and marital agreements. – Routinely assist families and individuals in estate administration and all aspects of the probate process including the probate of wills; the inventory, management, and accounting for estate or trust assets; the settlement of an estate or trust; and representation in any necessary court or tax proceedings, including contested proceedings. – Represented the organizers of multiple non-profit entities related to formation at the state level and tax-exempt application at the federal level.
Mark S. Burgreen
Mark practices in the areas of tax and business law with an emphasis on corporate transactions, securities law and estate planning.